+109.7%
PARK vs VT
+12.5%
+97.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.6% |
| 7D | +8.0% | +2.4% | +5.7% | +6.6% |
| 30D | +13.1% | -1.5% | +14.6% | +14.1% |
| 3M | -6.8% | -4.1% | -2.6% | -4.7% |
| 6M | +17.4% | +0.6% | +16.9% | +16.9% |
| YTD | +45.6% | +11.0% | +34.6% | +49.9% |
| All | +109.7% | +12.5% | +97.2% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling